I wanted to take a minute to introduce you to Tyler Morrow. Tyler has been an adviser for almost five years and holds the CERTIFIED FINANCIAL PLANNER™ certification. He has been with Visionary Horizons since 2018. His specific areas of expertise are in tax planning, as he’s been a financial adviser in CPA practices for several years.
Tyler’s role with Visionary Horizons will be expanding. He will be joining Terri, and me specifically, as our team continues to expand our service to our clients. Tyler and I share similar investment philosophies. And I’ve learned to appreciate his ethical and methodical thought processes as I’ve gotten to know him over the past few years. This is why he’s a perfect addition to our team, and why you will appreciate him as another point of contact at VH.
Tyler will not be replacing Terri or me, but he is simply a great teammate who will ensure that someone is always available for your needs; account management; and financial planning concerns. We will spend some time bringing Tyler up to speed about our clients’ specific needs, so please don’t hesitate to reach out to him at firstname.lastname@example.org, or call him at the office anytime.
Roger Kiger, CFP®
Visionary Horizons Wealth Management
620 Mabry Hood Road, Ste 102
Knoxville, TN 37932
Office (865) 675-8496